Track Invoices Pending Approval

Audience: Accounting Manager

Summary: This article explains how to view invoices that are currently awaiting approval by your invoice approvers. You can also download a report that shows all invoices and approvers in one view.

This article contains:

• View pending invoices in the invoices tab
• How to see all approvers with reporting

How To View Pending Invoices in the Invoices tab

Invoices pending approval are marked with a yellow icon under the Approval column on the Invoices tab.

To see all pending invoices in this tab:

• Perform an Advanced Search.
• Sort by the Pending Approval filter.

View Pending Invoices by Approver

For a complete view of all invoices pending approval and the approvers they are waiting on, download the Pending Invoice Approvals report.

1. Navigate to the Reports tab in MineralTree.
2. Select the Pending Invoice Approvals report.
3. Click Generate Report.

The report displays all invoices pending approval, including:

• Vendor Name
• Invoice Number
• Amount Due
• Due Date
• Pending Approver’s email address

To download this report as a CSV file, click "Download" at the top right.